See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,668 | $214,378-93.6% | $200,582-93.2% | $142,382-90.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.88% | 46.41%-27.5pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,448 | $6,841-78.8% | $6,419-77.4% | $4,299-66.3% |
| Participant deferral / active EE | $3,389 | $9,865-65.6% | $9,331-63.7% | $6,507-47.9% |
| Admin fee / account holder | $9 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |